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Tasks - Root Cause

Within a Task, you can curate a list of Root Causes that impact project coordination, design, quality, and safety. When project team members create a new task, they can now choose from a drop-down list of Root Causes to tie the issue back to a particular reason.

Viewing and Creating Root Causes

Power Collaborators and Admins in a project can create, edit, and delete root cause categories and items.

1. Head to the Tasks tab on the website. Next, locate the sub-tab for "Root Causes" in green. This will be the management tab used to set these up.

2. Click on the "Create New" button in green.

3. You will see a default list with their statuses on the right hand side.

3. Once you begin to create, you can select a Category Name, Root Cause, Status, and the option to create another.

Once the Root Causes are set, they can now be used in the general Tasks selections on Web or Mobile.

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